+1,568.0%
LITE vs WING
+620.6%
+947.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.5% | +0.9% | -2.6% |
| 7D | +22.6% | -3.9% | +26.5% | +23.7% |
| 30D | -36.8% | +26.6% | -63.4% | -40.7% |
| 3M | -33.0% | +42.5% | -75.5% | -39.6% |
| 6M | -37.1% | +29.4% | -66.5% | -43.0% |
| YTD | +69.5% | -32.8% | +102.2% | +76.2% |
| 1Y | +146.1% | -33.5% | +179.6% | +155.6% |
| 3Y | +1,440.8% | -23.4% | +1,464.2% | +1,357.4% |
| 5Y | +580.4% | -0.4% | +580.9% | +462.2% |
| All | +1,568.0% | +620.6% | +947.4% | +627.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded WING wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling